We need a functionality to identify all documents and their specific versions that belong to a certain activity or milestone in a project. Usually this function is called a baseline.

It is needed in order to keep track which documents/versions have been used for a particular activity (e.g. a country rollout) and for another activity we use the same documents but in an further developed version.The main purpose is to know, when we decide to rollout the latest version in older countries, what are the differences towards the latest versions.

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Hi Michael,

Thanks for your feedback. Let me just see if I understand correctly. You could for instance choose that version 1.0 is the roll out in Switzerland and 2.0 would be the roll out in Hungary. But next time you get ready to roll out in Switzerland you need to be able to find all version 1.0 to check tha difference between those and the current.

So really this could already be supported in Projectplace provided you could do a search for all documents with a specific version number?

No it is a bit more complex. Supporting a country rollout we might need approximately 300 documents, in different versions.These we want to group together in baseline 1.0Then in parallel to the rollout some of the documents might change, and we decide to create a new baseline, where the new versions are included in order to rollout the next country. And so on. But at a certain moment we might decide to upgrade already rolled out countries towards the actual latest version. In order to find out what the change impact might be, we then compare baselines with each other.

Yes, If we could either search for a comment/tag that belong to a specific document version, that would help.Or creating links to versions of documents, that we then could keep inside one "baseline" folder, would be another way to do it.

No we do not need a compare function, because it will be other documents then only text docs, like process flows or excell sheets.

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Hi,

I wasn't able to get this working and I am afraid that you mention description. I have asked for "Yes, If we could either search for a comment/tag that belong to a specific document version, that would help" which is the version specific description, that you see in the version management overview.